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HEICO Corp
HEI

435 hedge funds and large institutions have $5.81B invested in HEICO Corp in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 151 increasing their positions, 133 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 133

11% more capital invested

Capital invested by funds: $5.22B → $5.81B (+$591M)

5% more funds holding

Funds holding: 414 → 435 (+21)

2.78% more ownership

Funds ownership: 66.67% → 69.46% (+2.8%)

2% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $13.6M

Holders
435
Holders Change
+21
Holders Change %
+5.07%
% of All Funds
6.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
151
Reduced
133
Closed
37
Calls
$13.9M
Puts
$13.6M
Net Calls
+$222K
Net Calls Change
-$25.9M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$160M
2
N
Natixis
France
+$70.6M
3
Franklin Resources
Franklin Resources
California
+$55.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.7M
5
BlackRock
BlackRock
New York
+$30.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$45.8M
2
American Century Companies
American Century Companies
Missouri
-$25.3M
3
Morgan Stanley
Morgan Stanley
New York
-$23.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$23.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
276
TrinityPoint Wealth
Connecticut
$421K +$290 +2 +0.1%
Two Sigma Advisers
277
Two Sigma Advisers
New York
$403K -$13.9M -95,688 -97%
KFA
278
Krane Funds Advisors
New York
$403K +$381K +2,625 New
YIH
279
Y-Intercept (HK)
Hong Kong
$385K +$364K +2,506 New
AMC
280
Asset Management Corp
Illinois
$383K – – –
VPIM
281
Vanguard Personalized Indexing Management
California
$380K -$653K -4,498 -64%
MFAM
282
Motley Fool Asset Management
Virginia
$374K +$345K +2,378 +3,963%
M&T Bank
283
M&T Bank
New York
$366K -$14.8K -102 -4%
BCMO
284
Buckingham Capital Management (Ohio)
Ohio
$366K – – –
ASN
285
Advisory Services Network
Georgia
$355K -$35.3K -243 -9%
TRCT
286
Tower Research Capital (TRC)
New York
$347K +$312K +2,147 +1,883%
QCM
287
Quantinno Capital Management
New York
$344K -$84.3K -581 -21%
FRM
288
Fox Run Management
Connecticut
$338K +$320K +2,202 New
HIA
289
Harbor Investment Advisory
Maryland
$335K +$87.1K +600 +38%
LIM
290
Lagoda Investment Management
New York
$330K +$21.8K +150 +8%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$328K – – –
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$320K -$16.5K -114 -5%
IIC
293
Integrated Investment Consultants
Michigan
$319K – – –
CWP
294
CFM Wealth Partners
Texas
$314K – – –
DTL
295
Dynamic Technology Lab
Singapore
$313K -$454K -3,130 -61%
CCM
296
Carlson Capital Management
Minnesota
$308K +$871 +6 +0.3%
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$305K -$3.63K -25 -1%
GAG
298
GM Advisory Group
New York
$304K +$145 +1 +0.1%
AIM
299
Anchor Investment Management
South Carolina
$304K – – –
RWM
300
RKL Wealth Management
Pennsylvania
$301K +$290 +2 +0.1%
10 11
12
13 14

HEI Hedge Fund Activity: Q1 2022 in Review

435 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2022, worth a combined $5.81B — up 11% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HEI positions and 37 closed out — a net gain of 25 holders — while 151 added to existing stakes and 133 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $160M. The largest seller was Norges Bank, cutting an estimated $45.8M.

  • 435 institutional investors held HEICO Corp (HEI) as of Q1 2022, up from 414 in Q4 2021.
  • Funds reported $5.81B of HEICO Corp stock for Q1 2022, up 11% quarter-over-quarter.
  • 62 funds opened new HEICO Corp positions in Q1 2022 and 37 closed out, a net change of +25 holders.
  • The largest HEICO Corp buyer in Q1 2022 was Lazard Asset Management, an estimated $160M added.
  • The largest HEICO Corp seller in Q1 2022 was Norges Bank, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2022.